Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Grand Rapids, United States

Name: Financial planning outsourcing companies based in Grand Rapids, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 56 companies tracked

RevenueBase identified 56 financial planning outsourcing companies headquartered in Grand Rapids, United States as of September 2026 and tracks 310 professional contacts across them, including 143 with verified work emails. Across the United States, New York is the largest hub for this category (238 companies); Grand Rapids has 56.

This list covers financial planning outsourcing companies headquartered in Grand Rapids, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

56Companies

310Contacts tracked

143Verified emails

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The 25 largest financial planning outsourcing companies based in Grand Rapids, United States

Ranked by team size

Top 25 of 56 financial planning outsourcing companies based in Grand Rapids, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning outsourcing companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Innovia Wealth	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Indirect evidence “Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal…” Source: RevenueBase Database · checked Sep 28, 2026
2	Vantagepointe Financial Group	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	51-200	35 contacts →
	Partial evidence “Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations.” Source: RevenueBase Database · checked Sep 28, 2026
3	Ascent Wealth Partners	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “At Ascent Wealth Partners, we help decrease the distraction of complex financial planning to allow you to invest your time and energy in the things that matter most.” Source: RevenueBase Database · checked Sep 28, 2026
4	Financial Advisory Corporation	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan.” Source: RevenueBase Database · checked Sep 28, 2026
5	SBC Financial	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “We’re a Michigan-based financial firm helping families and individuals make confident, informed decisions about their money.” Source: RevenueBase Database · checked Sep 28, 2026
6	Hill Island Financial	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Goal-based financial guidance to help you tackle today’s challenges and achieve your dreams.” Source: RevenueBase Database · checked Sep 28, 2026
7	Synergy Wealth Management	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and…” Source: RevenueBase Database · checked Sep 28, 2026
8	Hungerford Financial	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “We understand our clients need help preparing and planning for retirement.” Source: RevenueBase Database · checked Sep 28, 2026
9	Edge Wealth Management	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “At Edge Wealth Management, we believe that a plan is a powerful tool.” Source: RevenueBase Database · checked Sep 28, 2026
10	Trifound	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “It is our mission to design and provide you a holistic plan to help with your present goals and aspirations in effort to benefit you before leaving an extraordinary legacy to…” Source: RevenueBase Database · checked Sep 28, 2026
11	Rinvelt & David,llc	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Financial services firm specializing in "Personal Financial Planning".” Source: RevenueBase Database · checked Sep 28, 2026
12	Cornerstone Retirement Partners	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Our practice offers a holistic approach to retirement planning.” Source: RevenueBase Database · checked Sep 28, 2026
13	Aspire Wealth Advisory	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Aspire Wealth is a fee-only independent Registered Investment Advisor focused on comprehensive, holistic financial planning and investment management.” Source: RevenueBase Database · checked Sep 28, 2026
14	Streamsong Advisors	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “StreamSong Advisors' financial planning and estate planning processes analyze the goals, needs, and objectives of our clients to develop the appropriate asset allocation strategy…” Source: RevenueBase Database · checked Sep 28, 2026
15	Providence Financial Advisors	Partial evidence	Grand Rapids, MN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Providence Financial Advisors is a team of professionals working collaboratively with our clients to help them find clarity, confidence, and contentment in their financial lives…” Source: RevenueBase Database · checked Sep 28, 2026
16	L2 Advisors, LLC	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Disclaimer: Keagan Rushmore and Charles Rushmore are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp…” Source: RevenueBase Database · checked Sep 28, 2026
17	Medalist Wealth Management	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence.” Source: RevenueBase Database · checked Sep 28, 2026
18	Eastown Financial Services INC	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Financial Planning, Investment and Tax Services” Source: RevenueBase Database · checked Sep 28, 2026
19	ISG	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Advisors.” Source: RevenueBase Database · checked Sep 28, 2026
20	Integrity Financial Group, LLC	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “At Integrity Financial Group, LLC, we take pride in providing comprehensive retirement planning services to our clients.” Source: RevenueBase Database · checked Sep 28, 2026
21	Variable Concepts INC	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
22	Family Capital Management Grand Rapids, MI	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Family Capital Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easty-to-understand format.” Source: RevenueBase Database · checked Sep 28, 2026
23	Heitzman & Associates, INC	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients.” Source: RevenueBase Database · checked Sep 28, 2026
24	Peterson Financial Strategies	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	Greenrock	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “GreenRock is focused on helping you make smarter financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning outsourcing companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning outsourcing companies.
Partial evidence: Its own public description names part of financial planning outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning outsourcing companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 56 financial planning outsourcing companies based in Grand Rapids, United States

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Financial planning outsourcing companies based in Grand Rapids, United States at a glance

As of Sep 28, 2026

46.1%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Grand Rapids, so it is reported there. Company counts and contact totals on this page are exact for Grand Rapids, over 56 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning outsourcing companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Grand Rapids, United States whose own description of what they do matches “financial planning outsourcing companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning outsourcing companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial planning outsourcing companies, and records with no verified work email. Companies headquartered outside Grand Rapids are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 143 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial planning outsourcing companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning outsourcing companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning outsourcing companies are there based in Grand Rapids, United States?

RevenueBase identified 56 financial planning outsourcing companies headquartered in Grand Rapids, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Innovia Wealth, headquartered in Grand Rapids, tops this list with the largest team on record.

Which city in the United States has the most financial planning outsourcing companies?

New York leads the United States with 238 headquartered companies, followed by Houston (176) and Atlanta (161). Grand Rapids has 56.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 143 verified decision-maker contacts tracked across these 56 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.